Your AI-native Attio workspace, live in 1 day
Data migrated from any CRM. Three Claude skills running inside the workspace. Your pipelines, automations, and integrations wired up. Ready before your team's next sales meeting.
What's included
3 Claude skills installed and running on day one: Pipeline Hygiene, Call Summaries, Attribute Autofill
Data model, objects, fields, and pipelines configured around your process
Unlimited data migration from HubSpot, Pipedrive, Salesforce, Affinity, Folk, Zoho, Streak, Copper, or a spreadsheet. No record cap
Core automations and dashboards
Top 3 integrations connected
Team onboarding walkthrough
Written documentation
14 days of Slack support after launch
The three Claude skills
Skills run inside Attio from day one. Not promised for later. Not a separate product. Installed, configured, and visibly working on the workspace you sign off.
Pipeline Hygiene
Flags deals stuck in a stage longer than your playbook allows. Surfaces silent attribute drift. Runs every morning before the team opens Attio.
Call Summaries
Reads call transcripts from your meeting tool. Writes structured notes onto the right person and deal record. No more post-call admin.
Attribute Autofill
Fills enrichment gaps on new people and companies from the moment they land. Fewer empty fields, cleaner reporting.
How it works
1. Discovery call
Thirty minutes. We map your process, your team, your current stack, and what the CRM needs to do.
2. Setup day
The workspace gets built in one focused day: data model, pipelines, automations, integrations, migration, skills.
3. Handover
Team walkthrough, documentation, and a 14-day Slack channel for anything that comes up after launch.
Who this is for
You're switching to Attio and need the data out of your old CRM without losing anything. Or you're starting fresh and want the workspace working, not just created.
You want the AI layer running from day one, not promised for later. You'd rather pay once and be done than pay a partner agency four times as much to deliver something similar.
If you want the full Grand Slam with unlimited object migration, AI dedup on notes and transcripts, six skills, Notion documentation, and structured team training, look at the AI-Native Attio Sprint.
Common questions
What does the 1-day delivery actually mean?
The build runs in one focused day. Before that: a 30-minute discovery call. After: a walkthrough, documentation, and 14 days of Slack support. Elapsed time is usually 2 to 3 days.
Is there a record cap on migration?
No. Any source, any record count, any custom objects. Migration runs in parallel with setup and usually completes same-day for workspaces under 50,000 records. Bigger workspaces are better served by the Sprint, which gives a guaranteed 7-day window.
Which CRMs can you migrate from?
HubSpot, Pipedrive, Salesforce, Affinity, Folk, Zoho, Streak, Copper, Close, or a spreadsheet. Most migrations use Attio's Import2 or the Attio API directly.
What if the three skills don't match my workflow?
The three included skills are the most commonly useful. If your process needs a different skill, we swap one out during discovery. A fourth skill is a small add-on we scope separately.
What happens after the 14 days of Slack support?
Most teams switch to the $497/month Ongoing CRM manager retainer for continued support and skill maintenance. Some go back to running it themselves.
Is the price negotiable?
No. It's a fixed scope at a fixed price. No hourly overage, no scope creep surcharge. What's on this page is what you get.
Ready to go?
Thirty-minute discovery call. After that you'll know exactly what the day-one workspace looks like.
Book a call